LIA
LBMC Investment Advisors’s iShares US Real Estate ETF IYR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,010
| Closed | -$307K | – | 205 |
|
|
2024
Q3 | $307K | Hold |
3,010
| – | – | 0.02% | 149 |
|
|
2024
Q2 | $264K | Sell |
3,010
-6,902
| -70% | -$606K | 0.02% | 153 |
|
|
2024
Q1 | $891K | Hold |
9,912
| – | – | 0.08% | 77 |
|
|
2023
Q4 | $906K | Sell |
9,912
-259
| -3% | -$23.7K | 0.09% | 66 |
|
|
2023
Q3 | $765K | Buy |
10,171
+259
| +3% | +$19.5K | 0.08% | 70 |
|
|
2023
Q2 | $858K | Hold |
9,912
| – | – | 0.08% | 67 |
|
|
2023
Q1 | $842K | Hold |
9,912
| – | – | 0.09% | 68 |
|
|
2022
Q4 | $834K | Buy |
9,912
+6,902
| +229% | +$581K | 0.09% | 64 |
|
|
2022
Q3 | $245K | Hold |
3,010
| – | – | 0.03% | 130 |
|
|
2022
Q2 | $277K | Hold |
3,010
| – | – | 0.03% | 117 |
|
|
2022
Q1 | $326K | Hold |
3,010
| – | – | 0.03% | 115 |
|
|
2021
Q4 | $350K | Sell |
3,010
-123,904
| -98% | -$14.4M | 0.03% | 120 |
|
|
2021
Q3 | $308 | Buy |
126,914
+123,904
| +4,116% | +$301 | 0.03% | 122 |
|
|
2021
Q2 | $307K | Hold |
3,010
| – | – | 0.03% | 126 |
|
|
2021
Q1 | $277K | Hold |
3,010
| – | – | 0.03% | 108 |
|
|
2020
Q4 | $258K | Hold |
3,010
| – | – | 0.03% | 109 |
|
|
2020
Q3 | $240K | Hold |
3,010
| – | – | 0.03% | 102 |
|
|
2020
Q2 | $237K | Sell |
3,010
-950
| -24% | -$74.8K | 0.04% | 88 |
|
|
2020
Q1 | $275K | Hold |
3,960
| – | – | 0.05% | 73 |
|
|
2019
Q4 | $369K | Hold |
3,960
| – | – | 0.05% | 69 |
|
|
2019
Q3 | $370K | Hold |
3,960
| – | – | 0.06% | 62 |
|
|
2019
Q2 | $346K | Buy |
3,960
+575
| +17% | +$50.2K | 0.05% | 68 |
|
|
2019
Q1 | $295K | Hold |
3,385
| – | – | 0.05% | 74 |
|
|
2018
Q4 | $254K | Hold |
3,385
| – | – | 0.05% | 78 |
|
|
2018
Q3 | $271K | Hold |
3,385
| – | – | 0.04% | 84 |
|
|
2018
Q2 | $273K | Sell |
3,385
-1,518
| -31% | -$122K | 0.05% | 83 |
|
|
2018
Q1 | $370K | Hold |
4,903
| – | – | 0.06% | 63 |
|
|
2017
Q4 | $397K | Hold |
4,903
| – | – | 0.06% | 63 |
|
|
2017
Q3 | $392K | Buy |
4,903
+3
| +0.1% | +$240 | 0.07% | 56 |
|
|
2017
Q2 | $391K | Hold |
4,900
| – | – | 0.07% | 56 |
|
|
2017
Q1 | $385K | Buy |
4,900
+2
| +0% | +$157 | 0.07% | 59 |
|
|
2016
Q4 | $377K | Buy |
4,898
+5
| +0.1% | +$385 | 0.07% | 60 |
|
|
2016
Q3 | $395K | Hold |
4,893
| – | – | 0.08% | 58 |
|
|
2016
Q2 | $403K | Buy |
4,893
+2
| +0% | +$165 | 0.08% | 48 |
|
|
2016
Q1 | $381K | Buy |
4,891
+6
| +0.1% | +$467 | 0.08% | 51 |
|
|
2015
Q4 | $367K | Buy |
4,885
+2
| +0% | +$150 | 0.08% | 50 |
|
|
2015
Q3 | $346K | Buy |
4,883
+2
| +0% | +$142 | 0.08% | 47 |
|
|
2015
Q2 | $348K | Hold |
4,881
| – | – | 0.07% | 45 |
|
|
2015
Q1 | $387K | Hold |
4,881
| – | – | 0.09% | 42 |
|
|
2014
Q4 | $375K | Hold |
4,881
| – | – | 0.09% | 41 |
|
|
2014
Q3 | $338K | Hold |
4,881
| – | – | 0.08% | 38 |
|
|
2014
Q2 | $350K | Hold |
4,881
| – | – | 0.09% | 37 |
|
|
2014
Q1 | $330K | Hold |
4,881
| – | – | 0.08% | 40 |
|
|
2013
Q4 | $308K | Hold |
4,881
| – | – | 0.08% | 41 |
|
|
2013
Q3 | $311K | Hold |
4,881
| – | – | 0.09% | 39 |
|
|
2013
Q2 | $324K | Buy |
+4,881
| New | +$324K | 0.11% | 35 |
|